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- Tasks: Prepare investment reports and support financial consultants with research and client communication.
- Company: Join a dynamic financial services firm dedicated to providing high-quality advice to clients.
- Benefits: Enjoy flexible location options, remote work, and a supportive team environment.
- Why this job: Be part of a detail-driven team that values your input and fosters professional growth.
- Qualifications: Diploma-qualified or working towards Level 4 in Financial Planning; strong understanding of financial products required.
- Other info: Work closely with a Paraplanning Manager who appreciates your contributions.
The predicted salary is between 36000 - 60000 £ per year.
HW Global are working with a financial services firm that’s on the lookout for an experienced Paraplanner to support their advisers and admin team. If you’re detail-driven, love digging into the numbers, and want to be part of a business that delivers thoughtful, high-quality advice to clients, this might be for you.
What You’ll Be Doing:
- Preparing clear, thorough investment reports for new and existing clients.
- Putting together pre-investment packs to support financial consultants’ recommendations.
- Researching markets, products, and trends so clients are always getting up-to-date, competitive advice.
- Working closely with administrators to provide technical support when needed.
- Building and maintaining strong relationships with investment and insurance providers.
- Making sure everything you do aligns with FCA Conduct Rules and internal policies.
What We’re Looking For:
- Diploma-qualified (or working towards Level 4 in Financial Planning).
- Confident with complex financial planning – including vulnerable client situations.
- A solid understanding of investment products, pensions, and protection solutions.
- Comfortable balancing technical detail with client-friendly communication.
There’s flexibility on location, as the business has offices across the UK, and you’ll be reporting to a Paraplanning Manager who genuinely values your input. Remote working/work at home options are available for this role.
Qualified Paraplanner - Flexible Location employer: HW Interim Solutions
Contact Detail:
HW Interim Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Qualified Paraplanner - Flexible Location
✨Tip Number 1
Network with professionals in the financial services industry. Attend relevant events or join online forums where you can connect with current Paraplanners and financial advisers. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning. Being knowledgeable about current market conditions and FCA Conduct Rules will not only boost your confidence but also demonstrate your commitment to the role during interviews.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully supported financial advisers in the past. Highlight your experience in preparing investment reports and your ability to communicate complex information clearly, as these are key aspects of the job.
✨Tip Number 4
Research the company thoroughly before your interview. Understand their values, the types of clients they serve, and their approach to financial advice. This knowledge will help you tailor your responses and show that you're genuinely interested in being part of their team.
We think you need these skills to ace Qualified Paraplanner - Flexible Location
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the key responsibilities and requirements. Tailor your application to highlight how your skills and experiences align with what the company is looking for in a Paraplanner.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience with financial planning, investment products, and any relevant qualifications. Use specific examples to demonstrate your ability to prepare investment reports and support financial consultants.
Showcase Your Skills: Make sure to showcase your detail-oriented nature and your ability to communicate complex information clearly. Mention any experience you have with FCA Conduct Rules and how you ensure compliance in your work.
Craft a Compelling Cover Letter: Write a personalised cover letter that explains why you are interested in this role and how you can contribute to the team. Be sure to express your enthusiasm for working in a flexible environment and your commitment to providing high-quality advice to clients.
How to prepare for a job interview at HW Interim Solutions
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate your understanding of complex financial planning. Be prepared to discuss specific investment products, pensions, and protection solutions during the interview. Highlight any relevant experience or qualifications that showcase your expertise.
✨Prepare for Scenario-Based Questions
Expect questions that assess how you would handle vulnerable client situations or complex financial scenarios. Think through potential challenges and how you would approach them, ensuring you align your answers with FCA Conduct Rules and internal policies.
✨Emphasise Your Attention to Detail
Since the role involves preparing thorough investment reports and pre-investment packs, it's crucial to convey your detail-oriented nature. Share examples from your past work where your attention to detail made a significant impact on the outcome.
✨Demonstrate Strong Communication Skills
You'll need to balance technical details with client-friendly communication. Prepare to discuss how you've successfully communicated complex information to clients in the past, ensuring they felt informed and supported throughout the process.
